Client-Focused Administrative Assistant - Brokerage Support

Canadian Imperial Bank of Commerce; Vernon; On-site; CAD 48,000 - 62,000; Full time

Job summary

A major Canadian bank in Vernon is seeking a dedicated Administrative Assistant for the Wood Gundy team. The role involves providing comprehensive administrative support to Investment Advisors, engaging with high net worth clients, and maintaining compliance standards. Applicants should have at least one year of administrative experience, preferably in finance. This position offers a competitive salary and a professional development-focused environment.

Benefits

Competitive salary

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• Minimum of one year of Administrative experience, preferably in finance.
• Engage with purpose to find the right solutions.
• Critical thinking skills to inform decision making.
• Build trust through respect and authenticity.

Responsibilities

• Provide administrative support to the Investment Advisor team.
• Conduct administrative activities and maintain compliance standards.
• Engage in marketing and business development activities.
• Enhance relationships by connecting with clients.
• Support Investment Advisors by maintaining client files.

Skills

Accountability

Activity Coordination

Interpersonal Communication

Multitasking

Office Administration

Organizational Efficiency

Personal Initiative

Job description

A major Canadian bank in Vernon is seeking a dedicated Administrative Assistant for the Wood Gundy team. The role involves providing comprehensive administrative support to Investment Advisors, engaging with high net worth clients, and maintaining compliance standards. Applicants should have at least one year of administrative experience, preferably in finance. This position offers a competitive salary and a professional development-focused environment.